Portfolio Management Services (PMS)Compare Schemes
Buoyant - Opportunities vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Buoyant - Opportunities
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
4.15%
6 Months
2.87%
18.21%
1 Year
8.13%
19.11%
3 Years
16.18%
23.58%
5 Years
18.39%
18.40%
Since Inception
20.76%
13.93%
Fund Age
10 yrs
11 yrs 4 mo
AUM
₹12,257.23 Cr
₹13.37 Cr
Alpha – 1 Year
5.15%
16.13%
Alpha – 3 Years
4.29%
11.69%
Information Ratio – 3 Years
0.41
1.24
Volatility – 1 Year
17.45%
18.18%
Volatility – 3 Years
14.35%
17.99%
Beta – 1 Year
0.98
0.94
Beta – 3 Years
0.87
1.01
Sharpe Ratio – 1 Year
0.22
0.75
Sharpe Ratio – 3 Years
0.68
0.97
Worst Rolling Year
-5.58%
—
Value at Worst Rolling Year
₹0.94 Cr
—
Deepest Drawdown
−13.15%
−20.05%
Recovery Period
92 days
162 days
1-Year Rolling Windows Positive
87.09%
—
Median Rolling Year
23.41%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 55% · M 21% · S 12%
L 27% · M 15% · S 55%
Number of Stocks
40
32
Portfolio P/E
24.82
41.94
Top 5 Holdings
Cash & Cash Equivalent · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
—
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%